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555 East Wells Street Suite 1900, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johnson Wealth Inc | Milwaukee | WI | 01/2025 | Present |
| Johnson Bank | Milwaukee | WI | 01/2025 | Present |
| Boys In Boots | Mukwonago | WI | 08/2020 | 05/2023 |
| Frank Beverage Group | Milton | WI | 05/2022 | 08/2022 |
| Beechwood Sales And Services | New Berlin | WI | 05/2023 | 08/2023 |
| Umb Bank | Milwaukee | WI | 05/2024 | 01/2025 |
| Mukwonago School District | Mukwonago | WI | 05/2015 | 08/2020 |
| University Of Wisconsin - Whitewater | Whitewater | WI | 08/2023 | 05/2024 |
Johnson Bank; investment related affiliate; 555 East Wells Street, Milwaukee WI; wealth management, trust services, banking, loans; Financial Planning Paraplanner; January 2025; full-time Financial Planning Paraplanner and dual employee of Johnson Bank and Johnson Wealth Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-18 |
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